+149.7%
KORU vs HTZ
-81.9%
+231.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.1% | +1.2% | -3.7% |
| 7D | +24.3% | -14.0% | +38.3% | +28.1% |
| 30D | -44.8% | -19.8% | -25.0% | -41.4% |
| 3M | -60.0% | -45.0% | -15.0% | -55.1% |
| 6M | -78.7% | -73.2% | -5.5% | -73.8% |
| YTD | -10.6% | -70.0% | +59.5% | +8.3% |
| 1Y | -3.8% | -75.7% | +71.9% | +18.9% |
| All | +149.7% | -81.9% | +231.6% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling